by Lori Bowden | Oct 4, 2025 | Business, Individuals, Newsletter, Tax
As of September 30, 2025, the IRS officially discontinued most paper checks—both for making tax payments and for receiving tax refunds. That means paper checks are no longer a payment or refund option for most taxpayers. If you haven’t already switched to electronic...
by Lori Bowden | Oct 3, 2025 | Individuals, Newsletter, Tax
The One Big Beautiful Bill Act (OBBBA), enacted on July 4, will allow more taxpayers to fully deduct their state and local tax (SALT) expenses (including property tax). Here are the details. SALT Deduction Expanded Under the Tax Cuts and Jobs Act, the itemized...
by Lori Bowden | Oct 2, 2025 | Business, Newsletter, Tax
The One Big Beautiful Bill Act (OBBBA) introduces a range of tax changes that will impact businesses. Many provisions set to expire this year are now being extended or made permanent. Below is a snapshot of two important changes to help you with tax planning in the...
by Lori Bowden | Oct 1, 2025 | Individuals, Newsletter, Tax
Depending on your situation, you may be able to claim certain medical expenses as deductions on your tax return. However, you must itemize deductions, and having enough expenses to qualify can be challenging. Here are five tips to keep in mind: 1. Consider “bunching”...
by Lori Bowden | Oct 1, 2025 | Customized Accounting Series
Download Presentation We recently hosted a practical session on month-end close best practices, where attendees learned strategies to improve accuracy, streamline processes, and gain valuable insights from financial data. The session covered: Optimizing the chart of...
